AgencyZoom vs Applied Epic: Which is Better in 2026?
Choosing between AgencyZoom and Applied Epic comes down to understanding what each tool does best. This comparison breaks down the key differences so you can make an informed decision based on your specific needs, not marketing claims.
Bottom line: AgencyZoom is our overall pick for CRM workflows. Pick Applied Epic if you need workflow automation.
Short on time? Here's the quick answer
We've tested both tools. Here's who should pick what:
AgencyZoom
Sales suite for insurance agents to automate processes, boost retention, and track growth.
Best for you if:
- • You want to try before committing
- • You need CRM features specifically
- • Automates sales and lead management for insurance agents.
- • Boosts customer retention through automated engagement and renewals.
Applied Epic
Specialized insurance software leveraging AI to automate workflows and connect the digital insurance ecosystem.
Best for you if:
- • You need workflow automation features specifically
- • AI-powered agency management system for independent insurance agencies.
- • Provides a single platform for all lines of business and operational workflows.
| At a Glance |  AgencyZoom |  Applied Epic |
|---|---|---|
Starts at | $349/month/moPro | Contact Sales/moContact Sales |
Best For | CRM | Workflow Automation |
Rating | - | - |
Choose AgencyZoom or Applied Epic?
Choose AgencyZoom if
Sales suite for insurance agents to automate processes, boost retention, and track growth.
- Specifically built for various insurance agency types, offering tailored solutions.
- Automates time-consuming tasks, allowing agents to focus on selling.
- Helps improve online reputation by automatically collecting 5-star Google Reviews.
- Your work is CRM-shaped, not workflow automation-shaped
Choose Applied Epic if
Specialized insurance software leveraging AI to automate workflows and connect the digital insurance ecosystem.
- Leverages insurance-specific AI for tailored automation and insights
- Consolidates multiple agency functions into a single, integrated platform
- Improves productivity by reducing manual data entry and system switching
- Your work is workflow automation-shaped, not CRM-shaped
| Feature | AgencyZoom | Applied Epic |
|---|---|---|
| Pricing Model | Freemium | Paid |
| User Rating | ★4.6/5 14 reviews | ★4.3/5 1,697 reviews |
| Categories | CRMSales Engagement | Workflow AutomationCRM |
In-Depth Analysis
AgencyZoom
Sales suite for insurance agents to automate processes, boost retention, and track growth.
Strengths
- +Specifically built for various insurance agency types, offering tailored solutions.
- +Automates time-consuming tasks, allowing agents to focus on selling.
- +Helps improve online reputation by automatically collecting 5-star Google Reviews.
- +Integrates with major agency management systems for a seamless workflow.
- +Includes a mobile app for managing leads and activities on the go.
Weaknesses
- -AMS integration may require additional costs for some systems.
- -The platform is paid, with no free tier available beyond a trial.
- -Initial setup and onboarding can take 2-4 weeks.
Key features
Applied Epic
Specialized insurance software leveraging AI to automate workflows and connect the digital insurance ecosystem.
Strengths
- +Leverages insurance-specific AI for tailored automation and insights
- +Consolidates multiple agency functions into a single, integrated platform
- +Improves productivity by reducing manual data entry and system switching
- +Enhances customer experience with mobile and self-service options
- +Used by a significant number of top-performing insurance agencies
Weaknesses
- -Specific pricing details are not publicly available, requiring direct contact for quotes
- -Requires integration with existing agency workflows, which may involve a learning curve
- -The full benefits are realized with comprehensive adoption across the agency
Key features
Pricing: AgencyZoom vs Applied Epic
| Plan | AgencyZoom | Applied Epic |
|---|---|---|
| Tier 1 | $349/month Pro | Contact Sales Contact Sales |
| Tier 2 | $199/month Growth | N/A |
| Tier 3 | $149/month Essential | N/A |
| Tier 4 | $129/month Multiple Location Agency | N/A |
| Tier 5 | $99/month Single Location Agency | N/A |
Pricing verified from each vendor's public pricing page. Compare in detail on AgencyZoom pricing and Applied Epic pricing.
Who Should Use What?
On a budget?
AgencyZoom has a free tier. Applied Epic is paid only.
Go with: AgencyZoom
Want the highest-rated option?
Neither has user reviews yet.
Go with: AgencyZoom
Value user reviews?
Neither has user reviews yet.
Go with: AgencyZoom
3 Questions to Help You Decide
What's your budget?
AgencyZoom is freemium. Applied Epic is paid. AgencyZoom lets you start free.
What's your use case?
AgencyZoom is a CRM tool. Applied Epic is in workflow automation. Pick the category that matches your needs.
How important are ratings?
Neither has user reviews yet.
Key Takeaways
AgencyZoom
- Higher user rating: 4.6/5 vs 4.3/5
- Free tier available
- Our pick for this comparison
Applied Epic
- Larger review base (1,697 reviews)
- Better fit for workflow automation
The Bottom Line
AgencyZoom is our pick.
Frequently Asked Questions
Is AgencyZoom or Applied Epic better?
AgencyZoom is rated in our evaluation. AgencyZoom is freemium and Applied Epic is paid.
What are AgencyZoom and Applied Epic used for?
AgencyZoom: Sales suite for insurance agents to automate processes, boost retention, and track growth.. Applied Epic: Specialized insurance software leveraging AI to automate workflows and connect the digital insurance ecosystem..
What does AgencyZoom cost vs Applied Epic?
AgencyZoom is freemium (free tier + paid plans). Applied Epic is a paid tool. Visit their websites for detailed pricing.